Grow Your Business

Marc Silverman and Other Experts to Present at NAIFA’s Performance+ Purpose Conference

NAIFA members who are planning to attend the association’s 2018 Performance+ Purpose Conference are in for an experience they will never forget. The conference, which takes place September 13 to September 16 in San Antonio, promises to deliver everything that is on the wish-list of many attendees: a chance to give back to the community, unparalleled opportunities for networking, and ...

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Join the Insure Your Love Conversation on Social Media!

February is Insure Your Love Month, an awareness campaign created by Life Happens to encourage Americans to consider making a life insurance purchase. The campaign is centered on one simple premise: the main reason to buy life insurance is because you have loved ones and you want to protect them financially from life’s uncertainties. Social media is a powerful way ...

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LGBT Households’ Financial Concerns Align with Total Market

In an analysis of data  from the 2016 Life Insurance Ownership study, LIMRA finds that LGBT market aligns with the total market in regards to financial concerns and planning, especially around life insurance ownership. About two-thirds of LGBT households own some type of life insurance, only slightly lower than the ownership rate of all U.S. households (66 percent versus 70 ...

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NAIFA, FSP to Partner in Member Professional Development

NAIFA and the Society of Financial Service Professionals (FSP) will strengthen collaboration in member development and education with the creation of a new career track in advanced markets to be launched at NAIFA’s 2018 Performance + Purpose Annual Conference in San Antonio (see press release). “Each year NAIFA leaders examine how our professional development offerings succeed in delivering value to ...

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Cyber-Security Practices in the U.S.

Nearly three-quarters of U.S. businesses believe their organizations are highly protected from attempts by outsiders to gain access to their systems and data, according to a survey by Willis Towers Watson. A similar proportion of organizations (79%) maintain they have the right processes in place to adequately respond to privacy and security threats. The findings, from Willis Towers Watson’s Cyber ...

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Financial Execs Offer Predictions for 2018

At the CFA Society Toronto’s 2017 Annual Investment Dinner held recently in Toronto, attendees and members of the financial industry provided the following predictions for 2018, using audience response devices: Economic growth in the United States and Canada over the next decade will be: 3%, no sweat 8.3% We can do a bit better than 2% 41.86% Stuck at 2% ...

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Tips to Share with Clients during Long-Term Care Awareness Month

AXA Equitable has released helpful tips you can share with your clients this month, which is Long-Term Care Awareness Month. The suggestions are from nationally recognized gerontologist Dr. Sandra Timmermann and are designed to help people complete the retirement puzzle with long-term-care protection. Suggestions include: Don’t put off a family conversation. Greater numbers of people will need long-term care as ...

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Small-Business Employees Happier Than Those at Medium and Large Companies

Small businesses are the backbone of America, representing more than 90 percent of businesses today.[1] Now, they can also claim to be some of the happiest places to work. According to the 2017 Aflac Small Business Happiness Report by Aflac, insurance benefits remain a key area for improvement, however. The report, in its second year, unveils a number of findings ...

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Over 80 Percent of Women Fail Retirement Income Literacy Quiz

Only 18% of retirement-age women can pass a basic quiz on how to make a nest egg last in retirement. Nearly twice as many retirement-age men are able to pass, and although those numbers are still grim, this underscores the trouble women face in their own retirement knowledge. Even more worrisome is that despite low retirement literacy, the majority of ...

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Get Ready for Long Term Care Awareness Month!

November is Long Term Care Awareness Month, the month-long campaign aimed at educating Americans about the importance of owning long-term-care insurance (LTCI). This is an excellent opportunity for you to reach out to your clients and prospects about LTCI and expand your LTCI practice. Ahead of this campaign, Genworth has released results from an omnibus poll that measured consumer sentiment ...

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